An agent is a sales representative who sells on your company's behalf. Here you keep each agent's name, code and contact details. You can also record the ledger you settle their commission through.
When to use it
When you set up your sales team, and again whenever a new agent joins.
Where to find it
Masters > Sales > Agent.
The fields on this screen
| Field (on screen) | What to enter | Required |
|---|---|---|
| Agent Name | Name of the sales agent. | Yes |
| Primary Ledger | Optional account for the commission or settlement of this agent. Leave it blank if you do not track it. | No |
| Agent Code | Short code for this agent. Keep it unique. | Yes |
| Phone Number | Contact number for the agent. | Yes |
| Email address for the agent. | Yes | |
| ID Number (Ctzn/Passport) | Citizenship or passport number, kept for your records. | Yes |
Adding a record
- Open Masters > Sales > Agent.
- Click Add / New.
- Enter the name, a unique code and the contact details (phone, email, ID number).
- Click Save.
Starter agents
Your demo company comes with three agents: Ramesh Shrestha (AGT-01), Sunita Gurung (AGT-02) and Bikash Thapa (AGT-03).
Tips and common mistakes
- The Agent Code must be unique. Names can repeat, so the code is how the system tells two agents apart.
- You cannot save an agent without a phone number, an email and an ID number.